Overview

Base CRM integration enables you to export records from Lead Liaison into Base CRM. Person and company data is exported from the system into your CRM. This seamless integration allows salespeople to easily create new lead records in Base from multiple areas in Lead Liaison, such as the visitor tracking page or Prospect Profile.

Adding the Connector

Once this feature has been added to your account you'll see the application in the Lead Liaison App Cloud. Go to Settings > Integrations > App Cloud and install the app. Next, head to Settings > Integrations > Connectors and enter your credentials into the Base CRM Connector. Once you've successfully connected you'll see a prompt similar to the one below.

Export Contacts

Export from People Search

Export person and company data into Base CRM. Export one or more records simultaneously with a single button click.

Exporting from Prospect Profile Page

From the Prospect Profile page, click the Export to CRM link as shown below to push the record into your CRM.

Exporting from the Prospects Page

From the Prospects page, click the gear and choose Export to CRM as shown below to push the record into your CRM.

Field Mappings

Required Fields

Fields in red font are required

Base CRM Field	Lead Liaison Field
first_name	First Name
last_name	Last Name
phone	Work Phone
email	Email
title	Job Title
mobile	Mobile Phone
description	Description
website	Website
fax	Fax
industry	Industry
address: line1 city state postal_code country	Street Address City State/Province Zipcode Country